# Vertex: the CRM built for OTT and streaming subscriptions **Source:** https://vodlix.com/vertex **Summary:** Vertex is the CRM built for OTT: multi-currency plans, AI save-offers, dunning, win-back and subscriber analytics, in one system. From the team behind Vodlix. **Publisher:** Vodlix --- Vertex by Vodlix · The CRM for OTT ## The CRM built and designed for OTT. Plans, billing, retention and subscriber analytics, with the pipeline, campaigns and inbox around them. Vertex was built running real streaming subscriptions, so every OTT need is covered from day one. How it works ## From first trial to retained subscriber. Connect your own Stripe account once. From then on, every subscriber event flows into one place, and the assistant works to keep each viewer watching. ### Build your catalog Define Premium, Standard and Basic plans, add-ons and trials, priced per region in USD, EUR and GBP. ### Subscribers flow in Every trial, upgrade, pause and payment lands on the subscriber's timeline and in your churn, LTV and cohort reports. ### The assistant retains On cancel intent it fires the right save-offer, recovers failed cards and runs win-back, then shows you what worked. Inside Vertex ## Everything a subscription business runs on. Select an area to see how Vertex handles it. - Plans & pricing — One catalog for every region. Schedule price changes and grandfather existing subscribers automatically, with no spreadsheets or migration scripts. - Retention — The moment a viewer opens the cancel flow, Vertex detects intent and offers a discount, a pause or a downgrade that keeps them watching. - Win-back — Workflows find lapsed and at-risk subscribers, draft the offer and send it by email or SMS. Money actions always wait for your approval. - Billing & dunning — Multi-currency subscriptions, invoices and smart dunning that recovers failed cards before they turn into churn, all synced with your own Stripe. - Growth & attribution — First-party tracking follows each viewer from first visit to paid subscription, so you can see which campaign actually pays for itself. One record, end to end ## Every viewer, deal and event on one record. A visitor, a trial and a renewing subscriber are the same person in Vertex. Sponsorship and licensing deals live in the pipeline, and first-party tracking plus signed webhooks feed every event into the same timeline. Left: the pipeline with a weighted forecast. Right: the Vertex pixel and a signed subscription webhook, delivered. ### Priced for every region Per-region plans in USD, EUR and GBP, with price changes and grandfathering built in. ### Self-serve billing portal Subscribers update cards, switch plans, pause and resume without opening a ticket. ### Lifecycle analytics Churn, LTV and cohort retention from real subscription events, not sampled estimates. ### Your Stripe, your data Connect your own Stripe and bring your own keys for Google, Postmark, Telnyx and more. AI assistant ## Run the streaming business by chat. Ask for a loyalty offer, a renewal order or a check-in with a partner. The assistant drafts each one as a card you review before anything commits, and answers questions like "why did churn move?" from your own numbers. - Builds plans and offers, books meetings and sends email - Money and bulk actions always wait for your approval - Works within your permissions, with every action audited ## Every plan is the complete product. No modules to assemble and no onboarding fee. Start with a 14-day trial, no credit card needed. ### Launch **$19**/month An agentic CRM from day one. - 1 seat, $5 per extra seat - 1,000 active contacts - AI assistant to run the CRM - CRM, deals, quotes and booking page ### Core **$49**/month Get paid. - 5 seats, 3,000 active contacts - Invoices, payments and subscriptions - Full scheduling and calendar sync - 8,000 automation tasks a month ### Plus **$99**/month Reach out at volume. - 10 seats, 7,500 active contacts - Email, SMS and WhatsApp campaigns - Segments, forms and enrichment - 20,000 automation tasks a month ### Pro (Most popular) **$199**/month See where revenue comes from. - 25 seats, 18,000 active contacts - Pixel, attribution and ads ROI - A sales agent working autonomously - 50,000 automation tasks a month Growing fast? Scale ($399) adds a full help desk and OTT fleet management, and Autonomous ($799) adds AI agents that work unattended. Yearly billing is ten months for twelve. ## Frequently asked questions **Q: Is Vertex really built for OTT subscriptions?** Yes. Vertex was built running real streaming subscriptions before it became a product. Multi-currency plans, trials, dunning, pauses, win-back, retention offers and a subscriber billing portal are core features, not add-ons. **Q: Can I set different prices per region and currency?** Yes. Define per-region plans in USD, EUR and GBP, schedule price changes and grandfather existing subscribers, all from one catalog synced to your own Stripe account. **Q: How do the retention save-offers work?** When a subscriber reaches the cancel flow, Vertex detects intent and offers a discount, a pause or a plan downgrade. Each outcome is logged to retention analytics, so you can see which offers keep subscribers. **Q: Can subscribers manage their own billing?** Yes. A self-serve billing portal lets subscribers update cards, switch plans, pause and resume, and every change stays in sync with your records. **Q: Do I need a credit card to try it?** No. The 14-day trial includes the full product with no credit card and no onboarding fee, and you can change plan at any time. Vertex lives at vertexcrm.io ## Run your streaming business on Vertex. Multi-currency plans, automatic retention and subscriber analytics, from a CRM built running real streaming subscriptions.